Skip to content

WINDSOR, Conn, July 19, 2010 — LIMRA and LOMA are hosting a first-ever seminar for financial services leaders on the various business opportunities and challenges that social media presents on Aug. 26-27, 2010, in Windsor, Conn.

“Social media is possibly the most significant development in marketing and communication in our lifetime, but adoption does not come without risk and regulatory concern,” said Jim Kerley, president, LIMRA Services Inc. “Financial services companies are struggling to determine how to best leverage the social media platforms with sales and distribution, as well as home office operations, while minimizing risk to their brand and adhering to industry regulatory requirements. LIMRA and LOMA are pleased to offer this unique forum to help our members effectively take advantage of the new medium.”

Our Social Media for Financial Services Seminar will provide sales, distribution, compliance, IT and operations leaders in the financial services industry the latest research and strategies on implementing social media and its impact on day-to-day, as well as long-term business success. During the two-day seminar, industry speakers and technology experts will share their experience and knowledge on the best practices and common pitfalls on developing a company-wide social media plan. The seminar offers its attendees the chance to learn from industry experts, as well as from their colleagues in an open, collaborative forum.

Experts from leading companies like Celent, Socialware and LinkedIn will join LIMRA and LOMA to provide real-life examples of how companies identified and overcame the obstacles to implement a successful social media strategy. In addition, participants will learn about the tools and training needed to help foster strong communication practices using social media platforms and have with a better understanding on the ways to better engage their internal and external customers.

The seminar will blend presentations, expert panel discussions and benchmarking opportunities to optimize the learning experience. 

Note: Media are welcome to attend the seminar. For more information or a press pass, please contact:

LIMRA is a worldwide research, consulting and professional development organization that helps more than 850 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness. Visit LIMRA at

About LOMA
Established in 1924, with 1,200 plus member companies in over 80 countries, LOMA is committed to a business partnership with its world-wide members in the insurance and financial services industry to improve their management and operations through quality employee development, research, information sharing, and related products and services. To find out more about LOMA and the learning opportunities it offers, visit LOMA’s Web site at

Media Contacts

Catherine Theroux

Director, Public Relations

Work Phone: (860) 285-7787

Mobile Phone: (703) 447-3257

Brooke Lacey

Senior Public Relations Specialist

Work Phone: (860) 298-3920

Mobile Phone: (413) 530-6184

Bailey Reed

Public Relations/Social Media Specialist

Work Phone: (770) 984-3788

Did you accomplish the goal of your visit to our site?

Yes No

© 2024, LL Global, Inc. Unauthorized use, reproduction, or reprinting of this material (or any portion thereof) for any purpose without express written permission from LL Global (LIMRA and LOMA) is strictly prohibited, including, without limitation, use with any current or future form of an Artificial Intelligence tool or engine.